Tolley+™ with Protégé™

Tolley+™ with Protégé™Trusted AI workflows. Built for real tax work.
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Tolley+ with Protégé is a tax AI workflow solution that combines trusted Tolley research and practical guidance with advanced AI in one connected experience. It helps you move faster from first question to review-ready work, powering tax research, drafting and analysis with greater clarity and control.

New Agentic AI workflows. Built for tax standards.

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Advanced Tax AI Grounded in Trusted Tolley Content

Turn complex tax work into clearer, stronger outcomes

From research and drafting to summarising tax cases, Tolley+ with Protégé brings advanced AI to every stage of tax work. Analyse documents, surface key dates and turn complex information into clearer analysis, stronger drafting and faster next steps.

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Guide complex tax tasks step by step

Complete complex tax work through expert-designed workflows that bring more structure, consistency and control to every stage of your task.

Ask. Get trusted, verifiable answers

Ask complex tax questions in natural language and get fast, citation-backed answers grounded in trusted Tolley research and practical guidance content.

Draft with confidence

Instantly create research notes, reports and client communications using trusted Tolley content and your own internal tax and client documents. Outputs are clear, relevant and shaped for professional review.

Summarise tax cases instantly

Turn lengthy case law into concise summaries that highlight key facts, reasoning and outcomes, so you can grasp complex details faster.

Add context from your securely stored documents

Securely store internal tax and client documents, including spreadsheets, and use them alongside trusted Tolley content whenever you need them. Get faster, more tailored and context-rich outputs.

See the source. Trust the answer

Every AI response links directly to the Tolley’s related content and your stored Vault documents, so you can verify and cite with complete confidence.

Productivity & Efficiency

Personal Vaults for faster, more tailored tax work

Store the documents you use most in a secure personal Vault, including internal tax materials, client documents and spreadsheets. Tolley+ with Protégé uses them alongside trusted Tolley content to deliver faster, more tailored answers and outputs with richer context. So, you can spend less time searching and more time on higher-value work.

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See every key date and deadline at a glance with Timelines

Turn static documents into clear visual timelines that surface critical events, dependencies and deadlines in one view. Grasp the full sequence faster, reduce manual tracking and stay in control.

Save, format and share with ease

Save your conversations and outputs for reference or review. Export clean, consistent PDF’s or print copies for internal documentation and audit trails.

Access answers anywhere

With TolleyThis, access trusted answers from any webpage. No switching tabs, just seamless support wherever you work.

Work beyond tax, securely connected

Handle broader professional work with leading general AI models and web search, without switching tools. Stay in one secure Tolley+ environment, then return to grounded tax research with your context intact.

What’s New in Tolley+ with ProtégéNew AI workflows built for how tax professionals really work

AI-guided workflows help turn tax tasks into structured, repeatable processes. Enter a task or question, launch a suggested workflow, add documents including spreadsheets, and move through guided steps to clearer, review-ready outputs.

Pre-built workflows

Turn complex tax work into a faster, clearer process

Expert-designed workflows support both compliance and advisory tasks across core tax practice areas. Grounded in trusted Tolley research and practical guidance with defined tax logic, they help teams deliver more consistent, review-ready work.

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Custom workflows

Turn your best practice into repeatable tax work

Coming soon. Describe a workflow in natural language, refine it through follow-up prompts, test it in a sandbox and publish it across your firm or team. It is a practical way to turn individual know-how into reusable tax workflows.

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Move from question to workflow faster

Type the task or question and Tolley+ with Protégé suggests a relevant workflow. Launch it straight away or browse the workflow library to explore other options.

Progress complex tasks with guided next steps

Guided follow-up questions help gather the right inputs, highlight what is missing and move the task forward with more structure.

Add context from your securely stored documents

Bring your securely stored internal tax and client documents, including spreadsheets, into the task for richer context and more relevant analysis.

Get outputs ready for review

Generate structured outputs such as tables, reports, file notes and draft communications that are easier to review, refine and share.

Move compliance work forward faster

Review source data, assess tax treatment, identify exceptions and prepare work for review, with outputs such as reviewed tables, query lists, checklists and first-pass documentation.

Deliver advisory work with greater clarity and confidence

Guide fact finding, apply tax rules and build clear, defensible analysis, with outputs such as file notes, client letters, reports, draft emails and structured recommendations.

Core Features & Trusted Sources

What powers Tolley+ with Protégé

Integrate advanced AI with authoritative, exclusive Tolley sources and your organisation’s own documents in one secure workspace.

LexisNexis Protégé™

The next-generation AI assistant at the heart of Tolley+ with Protégé. It helps you research, draft, summarise and analyse faster, working seamlessly across trusted Tolley content and your own securely stored documents.

Trusted primary and secondary tax sources

Access the UK’s largest collection of up-to-date tax legislation, case law, expert commentary and news. It grounds research and drafting in authoritative Tolley content, including exclusive titles such as Simon’s and De Voil, so you can work with greater depth, certainty and confidence.

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Practical Guidance

Work from practical guidance created by market-leading tax experts and built for real-world application. Guidance notes, worked examples, templates, checklists, step-by-step guides and flowcharts help you interpret legislation, apply tax rules and move from research to confident action faster.

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HMRC manuals

Work from current and historic HMRC materials in one place, including manuals, briefs and archived content. HMRC Manual Comparator helps you spot additions, deletions and earlier HMRC positions more clearly, so you can understand what has changed and check technical points with more confidence.

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Secure document Vault

Securely store and organise internal tax and client documents, including spreadsheets, for ongoing use. Use them alongside trusted Tolley content to add richer context and support more tailored, review-ready outputs.

General AI, securely connected

Strategise, draft and reason with leading AI models and web search in one secure Tolley workspace. Explore broader external perspectives, then move back into Tolley+ for grounded tax research and validation without losing context.

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Business Impact

Tolley+ with Protégé is transforming the business of tax

Explore research, insights and client stories on how tax teams are redesigning workflows and improving client delivery in the AI era. Note: Tolley+ AI was renamed Tolley+ with Protégé in Q2 2026, so some materials may reference the former name.

AI and the redesign of tax work

Most tax professionals now use AI for tax work, but they are drawing a clear line between high-risk and low-risk applications.
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The AI pricing shift in tax

AI use in UK tax has surged. But while adoption is rising, the million-dollar question is: how will AI reshape billing?

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Securing trust: in the age of tax AI

Tax teams rely on reputation, discretion, and data integrity to serve clients effectively. Yet many are underprepared for the cybersecurity and compliance risks introduced by AI tools and fragmented digital infrastructure.

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How Saffery is combining innovation with quality and compliance.

Saffery is showing how tax teams can adopt AI to work faster without compromising quality, compliance or governance, while creating more time for higher-value client work and advice.

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Data Security, Privacy, and Governance

Enterprise-grade tax AI, built for secure tax work

Safeguard your data and knowledge with our private AI multi-model approach, backed by state-of-the-art Tolley and LexisNexis security and privacy technology.

Private, multi-model LLM approach

Tolley and LexisNexis employs Privacy by Design principles to keep data and user information secure. Our generative AI applies a private model that does not share user interactions with third parties to improve their products. Our multi-model approach prioritises the best model for each use-case.

Secure cloud infrastructure

Tolley and LexisNexis systems use commercial-grade cloud infrastructure from Microsoft Azure and Amazon Web Services Bedrock for secure deployment. Primary and back-up locations are in Europe.

Responsible AI with human oversight

Tolley and LexisNexis follow the RELX Responsible AI Principles to ensure that AI solutions are developed with human oversight and accountability, considering the real-world impact of the solutions and taking action to reduce bias.

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Who is Tolley+ with Protégé for?

Tolley+ with Protégé helps tax professionals across private practice, in-house teams and public bodies move faster through real tax work with greater consistency, clarity and control.

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Frequently asked questions

Yes. As of Q2 2026, Tolley+ AI has been renamed Tolley+ with Protégé. 
 


The platform has evolved to become a fully tax AI workflow solution for tax research, analysis and drafting powered by the LexisNexis Protégé AI assistant. The new name reflects the expanded capabilities and deeper integration of AI-powered tax workflows. 


If you previously used Tolley+ AI, you now have access to Tolley+ with Protégé.

Tax work requires authority and accountability. Tolley+ with Protégé is designed specifically for tax standards. You can trust answers from Tolley+ with Protégé because: 
 

  • Grounded in authoritative content: Responses are based on the comprehensive Tolley collection of primary law, exclusive secondary sources, and Practical Guidance. 
  • Built by tax and AI experts: More than 2,000 technologists, data scientists, and subject matter experts develop, fine-tune, and validate all AI solutions. 
  • Responsibly developed AI with expert human oversight: AI development follows the RELX Responsible AI Principles, with human expertise embedded throughout design and improvement processes.

Tolley+ with Protégé is the tax research, drafting and analysis workflow solution. LexisNexis Protégé is the tax AI assistant built into that platform.

Tolley+ with Protégé is a comprehensive tax AI solution that combines:
  • Tolley primary law, exclusive secondary sources, and practical guidance
  • AI-powered research, drafting, summarisation, and analysis tools
  • LexisNexis Protégé is the personalised generative and agentic AI assistant within Tolley+ with Protégé. It powers:
  • Conversational tax research
  • Intelligent drafting
  • Document summarisation
  • Analysis of uploaded materials
  • Workflow automation
LexisNexis Protégé adapts to user preferences and can securely leverage both Tolley sources and your organisation’s documents to deliver grounded, citation-backed responses.

All Tolley+ with Protégé users benefit from seamless access to the LexisNexis Protégé tax AI assistant as part of the experience.

LexisNexis and Tolley have always emphasised a critical AI development principle: data shared by users is not used to inform performance for other users.

Tolley+ with Protégé is designed with robust privacy and security measures to protect sensitive information and support compliance with relevant data protection regulations.

Tolley also has a comprehensive data protection programme in place to safeguard customer information, including encryption, compliance with data protection laws, and regular security assessments and audits.

Tolley maintains strict data privacy and governance standards across all AI development.
  • Customer data is not used to train public AI models 
  • Customer data is not used to enhance AI performance for other customers 
  • Personally identifiable information is protected in accordance with global data protection laws 

Tolley and LexisNexis have established privacy principles, governance structures, and compliance programmes to ensure data privacy requirements are met across all jurisdictions where we operate.

Users can upload a collection of securely saved documents to a personal repository called a Vault. Tolley+ with Protégé uses the documents stored in your Vault as the source for AI-powered tasks such as generating timelines, finding citations, analysing and summarising documents, or drafting documents. Tolley+ with Protégé will also suggest tasks based on the documents uploaded to the Vault, further guiding your work. 
 

  • Create up to 50 Vaults with 1,500 documents per Vault. All data is securely stored and encrypted.
  • Uploading 11 or more documents automatically adds them to a Vault. Vaults are retained until you decide to delete them, and you can add or remove documents from your Vault at any time.
  • Uploads of up to 10 documents not saved to a Vault are automatically purged at the end of each session.
  • Results from Tolley+ with Protégé Vault are retained for 90 days under “My Conversations” history.

Tolley+ with Protégé offers both Tax AI and General AI, allowing tax professionals to choose the right tool for each task. 
 


Tax AI 
  • Optimised specifically for tax work  
  • Grounded in authoritative Tolley sources 
  • Designed for research, drafting and analysis that require strict tax reliability 

General AI 
  • Designed for broader reasoning, drafting, strategising, and exploration 
  • Supports tax-adjacent tasks such as client communications or business analysis 
  • Operates within the secure Tolley environment 
  • Allows users to select from multiple model configurations for flexibility 
  • Allows users to incorporate real-time web sources as well as Tolley sources 

This approach gives tax professionals the ability to use AI confidently for both precision-driven tax work and broader analytical tasks – all within a secure platform built for tax work.

Tolley+ with Protégé pricing varies based on factors such as the size of your organisation, specific capabilities required, and the scope of content access. Tolley offers customised pricing tailored to individual needs. 
 


For detailed pricing information, contact Tolley directly by submitting your information on this page. Tolley can provide a quote based on your specific requirements.

Get your quote for Tolley+ with Protégé

Try workflow-driven tax research, drafting and analysis grounded in trusted Tolley content and powered by advanced generative and agentic AI.

You will also become a Tolley+ AI Insider to keep you up to date with how AI can transform your tax workflow